OICAX Mutual Fund

NAV$13.04

AUM$2.8B

TER0.93%

Holdings26

See how much of OICAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

OICAX Mutual Fund

NAV$13.04

JPMorgan Investor Conservative Growth Fund Class A

AUM$2.8B

TER0.93%

Holdings26

See how much of OICAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OICAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OICAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OICAX Mutual Fund Overlap Analysis

OICAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OICAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OICAX may share significant positions with broad-market funds.

OICAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OICAX tax-loss harvesting finds highly correlated but non-identical funds.